You can view documents attached to entries from Maximizer. The file opens in the default application for the file extension of the document. If the document is a hyperlink; a new browser window opens displaying the source document.
- Click on the entry to make it the current entry.
- Select the Documents tab.
- If necessary; click the Filter icon and select from the options to change the types of documents displayed.
- Important the option Show All means you want to see all documents from the company/individual you are selected. You must edit the filters to fix that date range and what you like to see.
- Click the document that you want to open from the list.
You may be prompted to open or save the document. If you select Save; you must choose a location to save the file before viewing the document.